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《大行报告》野村升中国铁塔(00788.HK)目标价至2.56元评级「买入」
阿思达克 07-04 10:35

野村发表研究报告,指中国电讯商正推动商用5G,该行预期今年下半年5G基建需求将加速。由於中国铁塔(00788.HK)是领先的铁塔资产服务供应商,认为公司销售将受惠5G基站增加而上升。

该行认为中国铁塔受惠於租赁率提升及有效分配资本开支,可享受持续的盈利和现金流。该行上调公司2019-2020年盈利预测2-3%,以反映5G提前出台,维持该股「买入」评级,目标价由2.02元升至2.56元,相当於10倍的企业价值(EV/EBITDA),约为区内同业的估值中位数。

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